Finances for Life is a fee-only woman-owned Independent Registered Investment Adviser (RIA) and Wealth Management boutique successfully serving San Diego County and Southern California for over 20 years. Our mission: Integrating Your Life and Finances. Our fees are transparent. We offer expert advice, and our compensation comes only from our clients. As Registered Investment Adviser, we owe a fiduciary duty to our clients, which means our client's interests must come first. The fiduciary duty is an innate attribute of our Firm's founder and reflects every aspect of our client interaction.

Our approach is client-focused and life-centered. Our client's success in achieving their goals is our success. It is not all about money; it is all about you!

Today's investment climate offers unprecedented opportunities. Our main goal is to help you take advantage of those opportunities by providing you with four essential tools:

• Clarity - a clear understanding of your challenges and financial goals
• Focus - helping you craft and implement a well-defined roadmap to help you overcome barriers to your financial success
• Advocacy - your best interest is our priority, always, all the time
• Direction - unbiased advice to help adjust your roadmap when your needs change

Thank you for visiting us. We hope you see the value of what we do and how we can help you get from where you are to where you want to be.

We frequently update our information, so please visit us often or, better yet, call us. We love hearing from you. For a free, no-obligation initial consultation, please get in touch for an Exploratory call.